Daniel Michel is a financial advisor at Lincoln Investment with 36 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he spent significant time at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Michel serves as president and treasurer of Michel Tax & Accounting Service, Inc., a firm specializing in tax preparation, payroll, bookkeeping, and accounting. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a variety of financial planning services and investment management solutions, employing both strategic and dynamic approaches across discretionary and non-discretionary programs.

Julie Carr is a financial advisor with Lincoln Investment in Baldwinsville, NY, holding a Series 63 designation and 14 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles with Legend Advisory Corporation and Legend Equities Corporation. Outside of advising, Carr is vice president of Michel Tax & Accounting Service, where she manages operations and prepares income tax returns. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs, employing both strategic and tactical management approaches.